Our approach to planning your estate is different than other firms. You’re not buying a document; you’re partnering with people who research and evaluate scenarios that are best suited to your family. That’s why we spend time understanding your history, background and goals. Our first request to clients is often, “So, tell me your story.” We want to know you, what drives you, and even what frightens you. We want to know what you need, and how we can help.
As your “go-to” firm, we don’t charge a by-the-minute fee, racking up charges every time you make a call. Based on the extent of your needs, we develop a cost plan, giving you access to our firm when you need us – from simple advice over the phone to coming into our office so we can help you fill out paperwork. The bottom line: We are here for you.
Our firm’s approach to estate planning was developed by David M. “Kelly” Phipps. Kelly has been a lawyer in a variety of settings for more than 20 years, but always dreamed of starting a law firm that allowed him to:
- Work closely with people in his community;
- Provide advice and direction on issues that he felt were important and mattered to those people’s lives; and
- Establish lifelong relationships that allow him to become a trusted advisor.
In other words, Kelly started this law firm with hopes to establish lifelong relationships with people he loves and respects to discuss matters that are vitally important.
Kelly is an active person, and has worn a lot of hats: ordained minister, college professor, community mediator, legislative aide, political manager, lobbyist, corporate and college counsel, and managing consultant of an active advisory for higher education. Kelly has been the spouse of a college president for nearly a decade (married to her for 33 years!). He is an avid reader, traveler, and sportsman with a deep love for fly-fishing, soccer and baseball. He lives with his spouse, Kim, in Mechanicsburg, Pa., and has a daughter, Brooke, who attends college near Chicago.
Kelly earned several degrees, including a seminary degree (studies in church history and ethics), and served on the Law Review of The University of Akron School of Law. While he was in law school at The University of Akron, he also did graduate studies at the Bliss Institute of Applied Politics, studying campaign management.
Additional Studies and Certifications:
- Political Campaign Management, Ray C. Bliss Institute of Applied Politics, University of Akron, Akron, Ohio (undergrad and grad level studies)
- Mediation and Conflict Resolution, Capitol University Law School, Columbus, Ohio [Certification] – Re-certified in 2010 by Lancaster Mediation Center, Lancaster, PA
- Multi-Party Mediation, Lombard Mennonite Peace Center, Lombard, Illinois
- Negotiation, Capitol University Law School, Columbus, Ohio
- National Planned Giving Institute, William and Mary College School of Law, Williamsburg, Virginia [Certification in Planned Giving and Estate Planning]
- Cumberland County Bar Association
- Pennsylvania Bar Association
Member of Legal Services for Exceptional Children Committee
Member of Immigration Law Committee
- Ohio State Bar Association
Member of Estate Planning, Trust, and Probate Law Section
- American Bar Association
Member of Real Property, Trust, and Estate Law Section
- National Academy of Elder Law Attorneys
- Pennsylvania Academy of Elder Law Attorneys
- Estate Planning Council of Central Pennsylvania
- Academy of Special Needs Planners
- Academy of Veterans Administration Pension Planners